Unclaimed
Paul Robert Tomlinson is an investment advisor representative associated with Fisher Investments. Paul has been registered with the SEC since March 2024. Paul holds a Series 65 license. Paul currently works at the Camas, Washington branch of Fisher Investments. Paul has prior experience working at Parametric Portfolio Associates, Occidental College, Outdoor Emporium, Icicle Seafoods, Rice University and Newport Highschool.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
03/07/2024 - Present
Fisher Investments (Camas WA)
IA
Issued 03/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Paul Tomlinson is the right advisor for you? Invested Better is here to help.